Why: 30 days
COST closed at $451.14 on Sep 20, 2021. On Oct 20, 2021 it closed at $469.77, a total return of +4.1% (dividends included). SPY's total return over the same window was +4.2%. The call was that it would fall.
Why: 90 days
COST closed at $451.14 on Sep 20, 2021. On Dec 17, 2021 it closed at $547.61, a total return of +21.6% (dividends included). SPY's total return over the same window was +6.3%. The call was that it would fall.
Why: 180 days
COST closed at $451.14 on Sep 20, 2021. On Mar 18, 2022 it closed at $561.35, a total return of +24.8% (dividends included). SPY's total return over the same window was +3.1%. The call was that it would fall.
Why: 1 year
COST closed at $451.14 on Sep 20, 2021. On Sep 20, 2022 it closed at $499.52, a total return of +11.4% (dividends included). SPY's total return over the same window was −10.2%. The call was that it would fall.
Why: 3 years
COST closed at $451.14 on Sep 20, 2021. On Sep 19, 2024 it closed at $900.74, a total return of +108.4% (dividends included). SPY's total return over the same window was +37.1%. The call was that it would fall.
Why: 5 years
COST closed at $451.14 on Sep 20, 2021. On Sep 18, 2026 it closed at $895.31, a total return of +109.4% (dividends included). SPY's total return over the same window was +87.6%. The call was that it would fall.